Broderick Robinson
Insurance Sales Agent
Iowa City,IA
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to put in extra effort to make sure that all clients have what they need.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Insurance Sales
State Farm
Cedar Rapids, Iowa
06.2021 - Current
- Sought out new clients and developed client relationships through networking, direct referrals, lead databases and cold calling.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Sold auto, home, life and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
- Reviewed policy applications for errors and liaised with underwriters to facilitate quick completion of application process.
Financial Advisor
Equitable
Cedar Rapids, IA
08.2020 - 06.2021
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Assisted clients with preparing financial plans, conducting investment research and completing trades and transactions to assess and meet financial goals.
- Worked with clients to support understanding of rationale and details of financial strategies.
Bank Teller
Hills Bank And Trust Company
Iowa City, Iowa
10.2018 - 05.2021
- Built and strengthened customer relationships by leveraging excellent interpersonal and communication skills.
- Reconciled cash drawer and resolved discrepancies.
- Counted and packaged currency and coins.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
Financial Advisor Intern
Edward Jones
Cedar Rapids, Iowa
05.2019 - 08.2019
- Worked in the financial advisors office learning about his daily activities and processes.
- Called and set reviews with current clients.
- Went door to door to have community members answers questions about the area.
Education
BBA - Finance
University of Iowa
Iowa City, IA05.2020
Skills
- Client Prospecting
- Professional Relationships
- Financial Needs Assessment
- Consultative Selling Techniques
- Contract Review and Analysis
Certification
Series 7 and Series 66
Timeline
Insurance Sales
State Farm
06.2021 - Current
Financial Advisor
Equitable
08.2020 - 06.2021
Financial Advisor Intern
Edward Jones
05.2019 - 08.2019
Bank Teller
Hills Bank And Trust Company
10.2018 - 05.2021
BBA - Finance
University of Iowa
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